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What should be done next week? Citigroup: recommends taking profits from the "Trump trade", especially focusing on US stocks and the US dollar after the election.
Citi pointed out that the market has partially priced in the possibility of a Trump victory, indicating that the risk-return ratio of related trades has worsened. Analysis shows that investors often achieve positive returns if they make investment decisions in line with market trends after the election results are announced, especially in the s&p 500 index and the usd. Citi maintains an overweight position on US stocks.
Taobao, jd.com, and pdd holdings are rushing into the Hong Kong market, with free shipping services as a breakthrough point.|Going Global Insights
①Some analysts pointed out that the penetration rate of e-commerce in the Hong Kong and Macao region is lower than that in the mainland, so there is still incremental space. ②The logistics implementation issues in the Hong Kong and Macao market mainly involve multiple aspects such as goods transit, local logistics distribution labor costs, and network layout costs.
GameStop Might Have a Trump Card or GTA 6 Wildcard in the Mix
Contrary to market consensus! Silver, Citigroup in unison: Selling US stocks if Trump wins.
Bank of America strategist Michael Hartnett said that if Trump wins the election and triggers a rebound in US stocks, investors should consider selling; Citigroup's view coincides with Bank of America's perspective; In the view of Citigroup strategists, if the Republican Party wins overwhelmingly, investors should exit the market.
Which US technology stocks will benefit from different policies under "Hart"? Credit Suisse provides a reference list.
As investors await the results of next week's federal elections in the usa, JPMorgan has listed technology stocks that may be potentially affected positively or negatively by changes in corporate tax rates, tariffs, and other policies.
In October, the stock prices of the three technology giants fluctuated more than bitcoin.
According to Forbes, the data shows that the volatility of some major technology stocks has exceeded bitcoin, with Tesla's stocks topping the list with a 24% price fluctuation, followed by AMD at 16% and nvidia at 12%, all exceeding the 11% range of bitcoin's volatility.
Impacting the movement of $7 trillion in funds! The Russell index undergoes a "major revision" with restrictions on company weights.
Revised index for Russell growth stocks and value stocks: the weight of a single company does not exceed 22.5%, and the total market value of companies with a weight of 4.5% or more does not exceed 45% of the index.
Weekend reading | How did the super micro computer go from Wall Street darling to abandoned child?
Super micro computer's stock price once surged by 1300%, with a market cap exceeding 50 billion US dollars, making it the 'hottest AI stock' in the USA. However, now the super micro 'exploded', with many industry insiders suggesting that the resignation of the Ernst & Young implies that the company's financial problems may be very serious.
Honda's Pickup Beats Tesla Cybertruck As Most American Made Truck
Apple's iPhone 17 Base Models Could Finally Get This Highly Requested 'Pro' Feature
Weekend reading | The US election voting day is approaching! Three perspectives on the impact fluctuations.
Overall, the US economy is currently on a steady landing trajectory, with a slowdown but not too rapid decline. This process may be completed during the next presidential term, and the impact from the economic cycle may still be more powerful than the president's policy in the trend over the next four years.
Wall Street review of October non-farm payrolls: the data is very poor, but it does not affect the Federal Reserve's 25 basis point rate cut this month.
In the USA, the non-farm payroll employment in October plummeted to 0.012 million, far below expectations, with a 4.1% unemployment rate meeting expectations. Nick Timiraos, a Wall Street Journal reporter known as the 'New Federal Reserve News Agency,' stated that the analysis of this employment report can be subjective, with most Wall Street analysts believing that the poor data was mainly due to two hurricanes in October and the Boeing strike, but some analysts are also concerned that the job market is indeed deteriorating. Almost all analysts believe that this report will not affect the expected 25 basis point rate cut by the Federal Reserve this month.
Are U.S. stocks in danger? This important indicator has hit a new high in two and a half years.
In the final weeks before the presidential election on November 5th, the sentiment on Wall Street tends to be optimistic, this "contrarian signal" may indicate that there is limited upside potential for the stock market in the usa.
What are the common driving and ending signals for the simultaneous rise of US stocks and gold?
In the past 2 years, the US stock market and gold have risen together. In the past 6 instances when the US stock market and gold rose together for at least 2 years, the US dollar index fell. Since 2023, two possible reasons for loose liquidity are: (1) Non-US central banks lowered interest rates before the Federal Reserve, leading to a global liquidity overflow effect that boosted US stocks and gold. (2) Liquidity released through other means in the United States offset the Federal Reserve's balance sheet reduction, resulting in significant liquidity loosening. It is expected that the US economy will accelerate its downturn in 2025, causing a reversal in dollar liquidity, and the resonance rise in US stocks and gold over the past 2 years due to liquidity expansion will reverse.
Tesla Investor Says EV Giant Will 'Admit' It Needs Lidar Despite Elon Musk Calling It A Crutch
Investing 200 billion this year and planning to increase investment next year! The third quarter report reveals the big bets made by the four giants in Silicon Valley on AI.
Microsoft, Meta, Google, and Amazon are expected to reach a record-breaking total capital expenditure of over $200 billion this year, with executives warning of even higher spending next year. They are all trying to convince Wall Street that these massive investments will make their future business more profitable than their current business of selling digital ads, commodities, and software.
Dow Jones is shocked by the reorganization! Nvidia is about to enter splendidly, while Intel exits sadly.
①Nvidia will replace Intel, Sherwin-Williams will replace Dow Inc in the Dow Jones Industrial Average index, effective before the opening on November 8. ②This adjustment aims to ensure higher representativeness of the semiconductor industry and materials industry. Nvidia's inclusion reflects the vigorous development of artificial intelligence and the significant transformation in the semiconductor industry.
Amazon's performance 'exploded', stock price soared! Bezos plans to cash out over 3 billion US dollars.
Just as amazon's performance 'explodes', the stock price soars, amazon's founder Bezos plans to reduce his shareholding to cash in. On Friday local time, a regulatory filing showed that Bezos plans to sell approximately 16.35 million shares of amazon stocks, expecting to cash in over $3 billion. After post-market trading on that day, amazon dropped by 0.44%.
Goldman Sachs trader exclaimed that the current trading is rare: I don't remember when the "panic index" exceeded 20, and clients are still uniformly bullish.
Goldman Sachs traders have also found that hedge funds continue to trade as "winners of Republican policies" at an extremely high speed. If Harris is elected, these recently increased positions will be drastically liquidated; a month ago, clients' views were "risk reduction" and "wait and see", until the election results were announced, now completely changed, clients have started to take an aggressive stance on Trump trades, shorting the tariff basket, going long on the Republican policy theme basket, and going long on cryptos ETF.
Top 20 turnover | nvidia rose nearly 2%, with a turnover exceeding 28.1 billion US dollars; amazon soared over 6% after performance, with a turnover exceeding 19.8 billion US dollars
On Friday, Nvidia ranked first in trading volume in the US stock market, with a 1.99% increase, trading $26.528 billion. Amazon ranked second with a 6.19% increase, trading $19.592 billion. Apple, the third, dropped by 1.33%, trading $14.138 billion.